How the Rich Save Taxes: Trusts, Asset Protection & Real Estate Secrets

from The Owner Meeting · host Christian Osgood

In this episode, Christian interviews Sally Gimon about her journey from wholesaling bank-owned properties to building a diversified real estate portfolio using beneficial trusts, seller financing, and notes. She explains how wealthy investors legally reduce taxes, protect assets from lawsuits, and structure deals for long-term, generational wealth. Sally shares practical examples, common mistakes to avoid (especially bad partnerships), and directs listeners to free resources and a masterclass to learn trust-based tax and asset protection strategies.

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This episode was published on April 22, 2026.

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